6.0.129 & 6.0.130 Billing Release Notes

New Features & Enhancements

Report/Queue Updates

1. Bill Routing Stats by Agency/Biller Report has been relocated from the Admin > Productivity Reports Category to the Billing > Status Reports Category. The agency filter has been updated to a multi-select dropdown, allowing users to filter by multiple agencies at once.

2. Billing Receivables Forecasting Report enhancements: a. Added Estimated C/A % and Estimated Bad Debt % columns alongside the existing Estimated Collection % column. All three percentages use the same bill population and date range. b. Added Total Estimated C/A and Total Estimated Bad Debt dollar amounts below the payer category grid. c. Added the "Estimated Collection % Based on" date range to the report header. d. Report orientation shifted to landscape to accommodate the new columns.

3. Selecting a hyperlink for a Bill Number, Account Number, or Payment Number in any queue now automatically selects and highlights that row, allowing users to maintain their position when returning to the queue.

Setup Updates

1. Selecting a Mileage Rate on the Charges Tab will no longer clear the Number of Miles field value.

2. New Timely Filing Management feature added for individual commercial payers and bills. a. Added a Timely Filing (Days) field to the Bill Payers and Account Member Payers screens. When a timely filing value is set in either location, the system keeps both in sync — values carry forward to new bills and update back to the account member automatically when a bill is saved. b. Added a Timely Filing Buffer (Days) setting to Billing Configuration Settings Setup. When a bill payer has a timely filing value, the system tracks the filing deadline and automatically routes the bill to the biller who created it before the deadline expires — giving you time to review and transmit. Bills that have already been submitted to the payer are skipped. Route comments include the payer name and deadline date for easy reference. c. Added "Timely Filing" as a new default Action in Quick Picks Setup. d. Added "Timely Filing" as an option in both Profile and Field Configuration Setups for requirement and/or default value purposes.

3. New Archive Payer feature added to the Payers Tab. a. Added an "Archive" checkbox column to the Payers Tab grid, allowing billers to archive payers in Waiting or Incomplete status. Archived payers are preserved as read-only historical records for reference — they remain visible on the grid in italics but are excluded from all billing functionality, including charges, transactions, eligibility, and reconciliation. b. Unchecking the Archive checkbox restores the payer to full billing functionality.

4. Payer Eligibility screen redesigned with a new mode selector for Insurance Verification and Coverage Detection. a. The Eligibility button on the Payers Tab has been renamed to "Insurance Verification" to align with the updated screen design. b. A dropdown selector has been added to the top of the Payer Eligibility screen with two modes: Insurance Verification and Coverage Detection. Insurance Verification is selected by default. Switching modes does not trigger any chargeable API calls or clear existing results. c. Each mode displays only the fields and actions relevant to that workflow. Insurance Verification shows the Payer, MBI/Policy Number, and Check Eligibility button. Coverage Detection shows the Coverage Detection button and Active Coverage Results Grid. d. Results from both modes are retained independently — switching between modes or closing and reopening the screen does not clear results from either side.

5. New "Create Profile from Bill" feature added to the Edit Payer screen. a. A "Create Profile from Bill" button is available next to the Profile dropdown when the bill is in Edit Mode. The button is disabled for users without the Billing Profiles role permission. b. Selecting the button opens a Profile Quick Pick screen pre-populated with the bill's Charges, Diagnosis, Narrative, Transport Tab, and the current payer's data entry. Patient-specific payer fields (MBI/Policy Number, Group ID, Other Number, Deductible fields) are excluded. c. Date fields matching the bill's Date of Service are automatically set to "Use Date of Service" in the profile. No pages are selected by default, and a Profile Name is required before saving.

6. New Automatic Timed Payment Management feature added at the account level. a. A new "Auto Release After ___ Days" field has been added to the Timed Payments section of the Accounts/Sub Module > Information Tab, visible when a Timed Payment Type is selected. b. This per-account setting can be used regardless of whether "Automatically Set Timed Payments" is enabled in Configuration Settings Setup. When populated, the account-level value takes precedence over the global configuration setting. c. When the timer expires (counting from the Date Entered value), the account is automatically removed from timed payments.

7. A Check Amount column has been added to the Process Reconciliation screen's Available Files and Archived Files grids, positioned between Check Number and Check Issue Date. The amount is populated from the 835 file data. Note: this column will be available on newly-processed files moving forward — files processed prior to this release will not display a Check Amount.

8. A help guide icon has been added to the bill data entry screen header, positioned after the Balance value. The icon is persistent across all tabs and dynamically links to the corresponding help documentation for the currently active tab in a new browser tab.

Improvements

1. The Existing Bills section of the Accounts/Sub Module's Information Tab's "Non-Printed" Type dropdown updated to "Non-Printed / Rejected Bills". Bills with an account status of Rejected in this grid will now be highlighted for quick visibility.

2. Added additional logging to rare instances where an active payer was not set on bills with three or more payers.

3. Using the Enter key in the Insurance Verification (formerly Eligibility) screen now automatically begins the eligibility check provided a payer has been selected, no matter where the cursor is at when the user presses the Enter key.

4. When selecting a different payer in the Insurance Verification screen, the Insured/Patient address fields now automatically repopulate with the address data associated with the newly selected payer without needing to close and reopen the screen.

5. The import process now matches transport locations using NEMSIS facility codes (eScene.10 and eDisposition.02) against Location Codes in Picked Up/Taken To Locations Setup. If no code match is found, the system falls back to the existing name-based matching logic.

6. The import process now strips spaces from PCR, Incident, and Response number values before applying them as the bill number, preventing embedded spaces from causing lookup or matching issues.

7. Predictive Patient Lookup's Path 2 matching criteria has been updated to Date of Birth + Last Name + First Name + Address Line 1 + Zip Code. City and State are no longer required for a match.

8. On imported bills, unverified patient accounts can no longer be edited before completing Patient Lookup, preventing the verification workflow from being bypassed.

9. The Timed Payment Type dropdown on the Account Information screen now expands to display the full text of all options.

10. The Effective Date Range column in Billable Items/Procedure Codes Setup now displays "[Start Date] - Ongoing" when an item has a start date but no end date, rather than displaying blank.

11. The "Actions" column header in the Payers Tab grid is now center-aligned over its action buttons.

Bug Fixes

• Resolved an issue where the Cancel button sometimes did not work in the EOB Line Level screen.

• Corrected the transmission totals of the Transmitted Claims by Agency Report. Transaction postings generated by undo rebills are now excluded from transmission counts.

• Resolved multiple cursor placement issues — the cursor now correctly returns to the active field after completing a bill search, posting a transaction, or opening the Create Bill & Patient Lookup screen.

• Updated the Recon process to correctly populate Group Code 'PI' on the EOB screens of secondary electronic payers after processing the payment from the primary electronic payer.

• PCR Number once again correctly populates on the Other Tab of imported bills.

• Plan Code and Description now correctly display in certain Eligibility results.

• Resolved an issue where the Task Scheduler functioned 1 hour later than scheduled following daylight savings time.

• 277 Rejection Report now appropriately displays all category/status code descriptions. Previously some descriptions did not appear when unexpected characters were present.

• Payment Number hyperlinks missing from the Cash Receipts by Postee Queue display correctly now.

• After changing a bill number, that number will immediately become searchable following the change. Previously the bill number would be unable to be found after it changed in some circumstances.

• Improved the detection of the Medicaid Eligibility Management process by preventing it from incorrectly routing the bill while Medicaid coverage was still inactive.

• Medicaid Eligibility Management correctly appends to the Narrative of each bill. Previously in some circumstances the details were not posting to the Narrative.

• Resolved an issue where the Automatic Rejection button sometimes provided a blank audit report.

• Adding an Open Bill will no longer lock that record by default.

• Using the Text-To-Pay feature through eServices will now correctly provide a unique transaction description when the patient bill is transmitted for alpha users.

• Corrected dropdown availability in the Process Recon With Options screen.

• The Batch Print Select screen grid now appears correctly.

• Supplemental checkbox fields now display their checkbox like normal.

• Profile Setup no longer prompts to save changes when no changes were made.